Everybody Needs an Estate Plan

When:  Jun 19, 2018 from 02:00 PM to 04:00 PM (ET)
  • Some of the most important decisions in our lives are not made until the moment is upon us. These are the kinds of decisions we should be making now, for they can directly affect our well-being in the future. There are financial, personal, and health care decisions that will be necessary as we grow older, such as when to make lifetime or postmortem account deposits or withdrawals, choosing where to live, and deciding on the type and extent of treatment in the event of a terminal illness. We all have the right to make these decisions based upon our own values, beliefs, and desires. This webinar will discuss practical techniques available for making efficient lifetime and estate transfers of assets, and discuss income tax, gift tax, and estate tax implications of these